Mesirow Financial Investment Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Mesirow Financial Investment Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5M	Buy	653,571 +15,773	+2%	+$398K	0.26%	88
2026 Q1	$16.2M	Buy	637,798 +319,642	+100%	+$8.13M	0.26%	90
2025 Q4	$8.1M	Sell	318,156 -23,098	-7%	-$588K	0.17%	109
2025 Q3	$8.71M	Buy	341,254 +9,828	+3%	+$250K	0.16%	117
2025 Q2	$8.42M	Buy	331,426 +11,647	+4%	+$294K	0.16%	116
2025 Q1	$8.08M	Buy	319,779 +58,761	+23%	+$1.47M	0.16%	117
2024 Q4	$6.5M	Buy	+261,018	New	+$6.56M	0.13%	122

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mesirow Financial Investment Management's IBDT Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 2.5% in Q2 2026, buying an estimated $398K and bringing the position to 653,571 shares worth $16.5M. The position accounts for 0.26% of the portfolio, ranked #88.

Mesirow Financial Investment Management first reported a position in IBDT in Q4 2024 and has held it in 7 quarters since. 436 funds tracked by Wall St. Rank hold IBDT as of Q2 2026.

Mesirow Financial Investment Management held 653,571 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $16.5M as of Q2 2026.
Mesirow Financial Investment Management bought 15,773 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2026, an estimated $398K.
iShares iBonds Dec 2028 Term Corporate ETF made up 0.26% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #88 holding.
Mesirow Financial Investment Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q4 2024 and has held it in 7 quarters since.
436 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.